The Singapore WhatsApp AI CRM that sends useful voucher follow-ups for you.
AICRMGenius helps realtors, financial advisors, agents, and independent professionals maintain client relationships. Merchants are local businesses that provide vouchers; Sam matches the right voucher to the right client and sends it through WhatsApp.
Free plan: manage 5 client relationships with AI memory, WhatsApp follow-ups, and QR redemption tracking. No card required.
How the network works
Merchants, Sam, professionals, clients
Merchants
businesses that provide vouchers
Professionals
use Sam to maintain client relationships
Clients
receive vouchers on WhatsApp
One automated relationship loop
Sam decides, sends, and tracks the outcome.
Step 3 · client wallet
Redeem by QR
Bella Italia
Dinner for Two
via Alan your financial advisor
Family dinner voucher for Sarah.
BELLA50
Expires in 14 days
Step 2 · WhatsApp
AICRMGenius
online
Step 1 · Sam's decision
Sarah needs a useful reason to remember you today.
Sarah Lim
Buyer lead · District 15
She asked for family-friendly places near East Coast. Send a dining voucher tonight instead of a generic check-in.
When
7:30pm
Offer
$20 off
Goal
Warm touch
Run a business and want Sam to match your vouchers to the right consenting clients?
Built for relationship-led sales in Singapore
AICRMGenius turns your client list into a living relationship system. It remembers personal details, suggests timely outreach, and uses Singapore merchant rewards when a voucher helps restart the conversation.
AI Client Memory
Keep notes, preferences, birthday month, and relationship context in one CRM built for follow-up.
Smart WhatsApp Follow-Up
Sam helps decide who needs a touchpoint, what to say, and when a WhatsApp message should go out.
Singapore PDPA-Aware
Client consent and privacy boundaries are part of the workflow, not an afterthought.
Privacy-Scoped to You
Your client list and Sam's memory of them are isolated to your account.
Relationship desk
Sam prepares the next thoughtful follow-up.
Today's first touchpoint
Sarah Lim
Realtor buyer lead, last note from yesterday
92
priority
Memory
Asked for family-friendly places near East Coast. Prefers practical recommendations over generic check-ins.
Recommended
Send a dining voucher this evening, framed as a useful weekend idea.
Client queue
Sarah Lim
Realtor buyer lead
Voucher touchpoint tonight
Marcus Tan
Motor insurance renewal
Service reminder
Priya Nair
Mortgage referral
Thank-you note
Family-friendly places
Dining voucher
WhatsApp send
Prepared for Alan
Dining voucher follow-up to Sarah
24
Renewals
18
Warm leads
92
Sends
How a voucher reaches your client
Curated inventory. AICRMGenius decides what to send to whom. WhatsApp delivery on your behalf. Your client redeems and remembers you.
1
Sam chooses
Sam picks the right voucher
From a curated inventory of F&B, wellness, and retail offers, Sam matches what fits each client based on what you've logged.
2
WhatsApp sends
Sam sends it via WhatsApp
After your client has consented, Sam sends a personalized message through our verified WhatsApp Business number — with your name on every message.
3
Client redeems
Your client redeems — and remembers you
QR-verified redemption at the merchant. You stay top-of-mind every time.
A real, redeemable offer at a local business they can actually use.
Merchants are local businesses that provide vouchers. From a curated inventory of F&B, wellness, and retail offers, Sam matches what fits each client based on what you've logged.
Family dining
Bella Italia
Family dinner set
F&B
Gourmet Burgers Co.
Two signature burgers for the price of one.
Cafe
The Cozy Cafe
Bring a friend and enjoy a second coffee on us.
Privacy scoped by design
Privacy-Scoped to You
Your client list and Sam's memory of them are isolated to your account. Other users can never access your client information, even if they happen to know the same person in real life.
Privacy-Scoped to You
Your client list and Sam's memory of them are isolated to your account.
PDPA Consent Built-in
Each client opts in before a single voucher is sent. The consent record lives with their profile.
Client Memory for Professionals
Log client notes, tags, preferences, and birthday month once. Sam uses what you have told him on every follow-up.
QR-Verified Redemption
Every voucher has a unique QR. The merchant scans, you see redemption land in your dashboard in real time.
Data boundary
Your CRM
clients, notes, consent
Voucher network
offers, QR, redemption
Your client list and Sam's memory of them are isolated to your account.
How it works
From "who was that again?" to a repeat visit — in four steps
Sarah Lim
Client since 2024 · 6 conversations
Your WhatsApp Relationship Engine
You won the client. Now keep them. Sam — your personal secretary — decides what voucher fits each client and when to send it, then delivers it through WhatsApp in your name, every time it should show up.
Sam — your personal secretary on WhatsApp
Sam is a dedicated AI secretary who decides when each client deserves a voucher, then sends it through WhatsApp on your behalf — in your name.
Remembers each client's notes, preferences, and birthday month
Works 24/7 while you focus on closing deals
Provides you analytics with tools to build stronger relationships
- Log client preferences, notes, or birthday once — Sam uses them on every follow-up
- Smart distribution: Sam decides which voucher each client gets and when
- Dashboard with redemption + engagement insights per client
- Privacy-scoped: your client data is isolated to your account
Questions?
Ask Sam on WhatsApp
For plan questions, setup help, or whether this fits your advisory workflow.
The Smarter Choice
Feature
Traditional CRM
AICRMGenius
Simple, Transparent Pricing
Start free, upgrade when you're ready. No hidden fees, no surprises.
Need more capacity? Stackable add-ons: +20 clients + 150 AI credits ($10/mo)
All plans get 20% off when paid annually. Higher tiers unlock more vouchers per blast and AI auto-reply.
New: try Silver free for 14 days. Card required at signup; we charge on day 14 if you stay.
Want to see what you're really paying per client? Higher tiers unlock a lower cost per relationship.
See the full per-client breakdownFrequently Asked Questions
Everything you need to know about AICRMGenius
Keep Your Clients Closer
Start free with your first 5 clients — no card needed. Or try Silver free for 14 days, no commitment.
Free plan: no credit card • Silver trial: 14 days, card required • Cancel anytime
Hi, I'm Sam — your personal client secretary.
I remember every client's notes, birthdays, and the little things that matter. When the moment is right, I send a thoughtful voucher from a local merchant — through our verified WhatsApp Business number, in your name. You stay top-of-mind without lifting a finger.
I work 24/7, never forget a birthday, and only reach out when it actually helps. Think of me as the secretary you'd hire if you could clone yourself — minus the salary.
The problem Sam faced
Sam was a financial advisor with 80 clients. He'd write birthday reminders in a spreadsheet, draft WhatsApp messages by hand, and buy gift cards out of his own pocket. Most months, he'd forget half the birthdays and lose touch with clients for weeks at a time.
The realisation
The clients he stayed in touch with — even just a birthday text — referred twice as often. The ones he forgot? They drifted to a competitor. The relationship was the asset, and he was letting it decay silently.
Why Sam built this
He wanted a secretary who never forgets — one who remembers every client's notes, sends the right voucher at the right moment, and does it all through WhatsApp. So he built Sam. Now every advisor, realtor, and professional gets the same secretary — minus the salary.
"I built AICRMGenius after watching advisors lose touch with clients they'd spent years winning. A well-timed voucher on WhatsApp keeps you in the conversation — without being pushy."
Nasrudin Salim — Creator of AICRMGenius, Co-Founder via Replikate Labs · LinkedIn